Contacts — Customer Profiles & History in Ndoto
Learn how Ndoto manages contact profiles — conversation history, custom attributes, contact notes, company associations, segments, deduplication, and blocking. Build a complete view of every customer.
Contacts in Ndoto
Every person who messages you through any channel is stored as a contact in Ndoto. Contacts give your team a complete picture of who they're talking to — across all channels and over time — so agents never have to ask a customer to repeat themselves.
What a Contact Profile Contains
A contact profile includes:
- Name
- Email address
- Phone number
- Identifier — a custom ID from your own system (e.g., a user ID from your database)
- Contact type — visitor, lead, or customer
- Location — country and city
- Company — the company the contact is associated with
- Custom attributes — any additional fields specific to your business
Conversation History
Every conversation a contact has had across any channel is visible on their profile. Agents can see the full history of interactions before and during a conversation, giving them context without asking the customer to repeat themselves.
Contact Notes
Agents can add notes to a contact profile to record important information — for example, a known preference, a past issue, or account details. Notes are internal and not visible to the customer.
Akili, the AI agent, can also add contact notes automatically during a conversation using its built-in tools.
Custom Attributes
Custom attributes let you store additional structured data on a contact beyond the standard fields. These are defined by your team and can be of various types:
- Text
- Number
- Currency
- Percentage
- Link
- Date
- List (dropdown)
- Checkbox
Custom attributes on contacts can be set manually by agents, populated via automation rules, or updated by Akili during a conversation.
Companies
Contacts can be associated with a company. Companies have their own profiles with attributes and custom fields, making Ndoto useful for B2B support where you need to track both the individual and the organization they belong to.
Contact Segments
Contacts can be filtered and grouped using segments. A segment is a saved filter based on contact attributes — for example, all customers from a specific country, or all leads with a certain custom attribute value. Segments can be used to target outbound campaigns.
Merging Duplicate Contacts
If the same person contacts you through different channels, they may end up as separate contact records. Ndoto lets you merge duplicate contacts into a single profile, combining their conversation history and attributes.
Blocking a Contact
If needed, a contact can be blocked. Blocked contacts cannot start new conversations.
Related Docs
Channels — Email, WhatsApp, Live Chat & More in Ndoto
Learn how Ndoto connects email, WhatsApp, live chat, SMS, Telegram, Facebook, Instagram, Twitter/X, TikTok, and voice into a single inbox. Configure each channel and manage all conversations in one place.
Conversations — How Ndoto Manages Customer Messages
Learn how Ndoto conversations work — creation, states (open, pending, snoozed, resolved), assignment, labels, macros, CSAT, and bulk actions. Everything your team needs to manage customer support at scale.